Wealth Management Internship, Summer 2026, Chicago, IL

BMO • Chicago, IL

127d • $45,000 - $83,000

About The Position

As a Wealth Management Intern at BMO, you'll contribute to meaningful projects, build your knowledge of our business, and grow your professional skills that will set you up for success. This internship role is located in Chicago, IL. Please apply only if you are interested in working in this location.

Requirements

• Enrolled in an undergraduate degree program, graduating Spring 2027 - Spring 2028.
• A preferred minimum GPA of 3.2/4.0.
• Specialized knowledge from education and/or related internship experiences.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Legally authorized to work in the U.S. and will not require sponsorship now or in the future.

Responsibilities

• Supports the management & execution of the assigned business/group program or project, including providing input to design, development & execution.
• Supports the execution of program components working with internal & external stakeholders to ensure effective & seamless delivery.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Provides advice and guidance to assigned business/group on implementation of solutions.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal/external stakeholders.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Monitors and tracks performance, and addresses any issues.
• Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Supports the management of the program/project, including developing program components, promoting the program and ensuring the execution of all program components.
• Participates in the design, development, implementation, and management of core program processes.
• Provides input to the program strategy by analyzing current operations & challenges, researching best practices and understanding industry trends.
• Provides support for the investigation, analysis & documentation of program risks.
• Analyzes data and information to provide program insights and recommendations.
• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Organizes work information to ensure accuracy and completeness (e.g., customized exception reports, initiative tracking reports, etc.).
• Communicates and reinforces program principles, strategies, processes and standards in all operational activities.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Supports the execution of strategic initiatives; includes tracking metrics and milestones.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Supports the development of tailored messaging, which may include writing, editing and distributing communications.
• Tracks exception requests and corresponding approvals.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree